Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Call Options Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding SEMI
# of Institutions
17Shares Held
1.06MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$17 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE171KShares$4.52 Million0.59% of portfolio
-
Fermata Advisors, LLC Sonoma, CA39.7KShares$1.05 Million0.21% of portfolio
-
Next Level Private LLC Harrison, NY17.7KShares$468,7850.2% of portfolio
-
Janney Montgomery Scott LLC13.3KShares$353,3770.0% of portfolio